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Integrated Wealth Concepts’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Integrated Wealth Concepts’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2M Buy
147,415
+2,337
+2% +$193K 0.1% 215
2025
Q4 		$12M Sell
145,078
-20,745
-13% -$1.72M 0.14% 140
2025
Q3 		$13.8M Sell
165,823
-65,243
-28% -$5.4M 0.12% 156
2025
Q2 		$19.1M Sell
231,066
-1,679
-0.7% -$139K 0.19% 115
2025
Q1 		$19.3M Buy
232,745
+63,892
+38% +$5.25M 0.22% 102
2024
Q4 		$13.8M Sell
168,853
-13,109
-7% -$1.08M 0.16% 133
2024
Q3 		$15.1M Buy
181,962
+1,741
+1% +$144K 0.18% 122
2024
Q2 		$14.7M Buy
180,221
+7,607
+4% +$619K 0.2% 113
2024
Q1 		$14.1M Sell
172,614
-15,795
-8% -$1.29M 0.2% 120
2023
Q4 		$15.5M Buy
188,409
+11,393
+6% +$926K 0.25% 93
2023
Q3 		$14.3M Sell
177,016
-160,290
-48% -$13M 0.25% 97
2023
Q2 		$27.3M Buy
337,306
+187,310
+125% +$15.3M 0.47% 37
2023
Q1 		$12.3M Buy
149,996
+112,112
+296% +$9.14M 0.25% 101
2022
Q4 		$3.08M Buy
37,884
+7,122
+23% +$578K 0.08% 224
2022
Q3 		$2.5M Sell
30,762
-1,072
-3% -$88.2K 0.08% 232
2022
Q2 		$2.64M Sell
31,834
-63,740
-67% -$5.29M 0.08% 222
2022
Q1 		$7.97M Buy
95,574
+14,682
+18% +$1.24M 0.24% 90
2021
Q4 		$6.92M Sell
80,892
-9,894
-11% -$849K 0.21% 96
2021
Q3 		$7.82M Buy
90,786
+41,658
+85% +$3.59M 0.25% 83
2021
Q2 		$4.23M Sell
49,128
-6,698
-12% -$578K 0.15% 125
2021
Q1 		$4.82M Sell
55,826
-101,163
-64% -$8.73M 0.2% 99
2020
Q4 		$13.6M Buy
156,989
+2,821
+2% +$244K 0.64% 41
2020
Q3 		$13.3M Buy
154,168
+48,981
+47% +$4.24M 0.82% 32
2020
Q2 		$9.11M Buy
105,187
+78,483
+294% +$6.8M 0.66% 41
2020
Q1 		$2.31M Sell
26,704
-10,460
-28% -$893K 0.21% 83
2019
Q4 		$3.15M Buy
37,164
+31,629
+571% +$2.68M 0.27% 71
2019
Q3 		$470K Sell
5,535
-691
-11% -$58.6K 0.05% 219
2019
Q2 		$376K Buy
6,226
+2,995
+93% +$252K 0.05% 233
2019
Q1 		$272K Buy
3,231
+686
+27% +$57.4K 0.05% 259
2018
Q4 		$213K Buy
+2,545
New +$212K 0.06% 243

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's SHY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.6% in Q1 2026, buying an estimated $193K and bringing the position to 147,415 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #215.

Integrated Wealth Concepts first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.3M in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Integrated Wealth Concepts held 147,415 shares of iShares 1-3 Year Treasury Bond ETF worth $12.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,337 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $193K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #215 holding.
  • Integrated Wealth Concepts first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's iShares 1-3 Year Treasury Bond ETF position peaked at $27.3M in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.